Salesforce Consultant | Financial Services
As a Salesforce Consultant, you help financial organizations optimize and digitize their customer processes. You understand the logic of Salesforce , grasp the dynamics of financial services, and translate complex challenges into robust, scalable solutions. You work closely with product owners, business stakeholders, and developers, taking a leading role in analysis, configuration, and quality assurance.
What you will do
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Analyze processes in areas such as customer management, advisory, lending, or service
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Translate business requirements into concrete Salesforce solutions
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Configure Salesforce functionality (Households, Financial Accounts, Action Plans, Interaction Summaries, etc.
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Create user stories and functional designs
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Lead workshops and refinement sessions with business and IT
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Advise on optimizations, new releases, and salesforce best practices
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Collaborate with developers on integrations, data migrations, and technical implementation
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Perform functional testing
What you bring
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4–5 years of experience as a Salesforce consultant, analyst, or product specialist
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Strong knowledge of Salesforce configuration (Flows, data model, permissions, automation)
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Experience designing and configuring OmniStudio components such as FlexCards, OmniScripts, and DataRaptors
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Strong analytical skills, structured working style, and strong communication abilities
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At least two relevant Salesforce certifications, for example:
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Salesforce Administrator (ADM 201)
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Platform App Builder
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Business Analyst
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Financial Services Cloud Accredited Professional (big plus)
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OmniStudio Consultant (plus)
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Sales Cloud Consultant or Service Cloud Consultant
Nice-to-haves
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Experience with (Mulesoft) integrations
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Knowledge of compliance requirements within financial services
